Kingsview Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Kingsview Wealth Management’s Portfolio JAVA Stock Details JAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.48M	Buy	31,177 +1,679	+6%	+$128K	0.03%	512
2026 Q1	$2.12M	Buy	29,498 +514	+2%	+$38.1K	0.03%	496
2025 Q4	$2.08M	Buy	28,984 +1,160	+4%	+$81.4K	0.03%	468
2025 Q3	$1.92M	Sell	27,824 -6,848	-20%	-$460K	0.03%	454
2025 Q2	$2.27M	Buy	34,672 +79	+0.2%	+$4.93K	0.04%	417
2025 Q1	$2.2M	Buy	34,593 +8,652	+33%	+$562K	0.04%	371
2024 Q4	$1.64M	Buy	25,941 +20,312	+361%	+$1.33M	0.03%	435
2024 Q3	$361K	Sell	5,629 -288	-5%	-$17.7K	0.01%	816
2024 Q2	$351K	Buy	5,917 +2,291	+63%	+$135K	0.01%	789
2024 Q1	$217K	Buy	+3,626	New	+$206K	0.01%	938
2023 Q4	–	Sell	-5,813	Closed	-$298K	–	988
2023 Q3	$298K	Buy	+5,813	New	+$310K	0.01%	747

Other funds holding JAVA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management's JAVA Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Active Value ETF (JAVA) stake by 5.7% in Q2 2026, buying an estimated $128K and bringing the position to 31,177 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #512.

Kingsview Wealth Management first reported a position in JAVA in Q3 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Kingsview Wealth Management held 31,177 shares of JPMorgan Active Value ETF worth $2.48M as of Q2 2026.
Kingsview Wealth Management bought 1,679 JPMorgan Active Value ETF shares in Q2 2026, an estimated $128K.
JPMorgan Active Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #512 holding.
Kingsview Wealth Management first reported a position in JPMorgan Active Value ETF in Q3 2023 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.